Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Lucknow; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd.

in Lucknow seeks a seasoned Wealth Manager to acquire high-net-worth clients, build long-term relationships and perform detailed financial need analysis to meet investment objectives. You will lead wealth distribution across mutual funds, PMS & AIF, fixed income, IPOs and equity solutions, drive AUM growth, and ensure strict KYC and regulatory compliance while coordinating with research, operations and product teams for seamless service.

Qualifications

• Acquire HNI/UHNI and affluent clients through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial need analysis and understand investment objectives.

Responsibilities

• Distribute mutual funds, PMS & AIF, fixed income products, IPOs, equity investment solutions.
• Drive asset gathering and increase Assets Under Management (AUM).
• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.
• Conduct periodic portfolio reviews and monitor market developments.
• Ensure portfolio alignment with client risk appetite and financial goals.
• Maintain complete KYC and regulatory compliance; ensure superior client servicing and timely resolution of queries.

Skills

Client acquisition

Relationship management

Financial analysis

Portfolio management

Job description

Key Responsibilities

Client Acquisition & Relationship Management

• Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial need analysis and understand investment objectives.

Wealth Distribution

• Recommend and distribute:
  • Mutual Funds
  • PMS & AIF
  • Fixed Income Products
  • Bonds & NCDs
  • IPOs
  • Equity Investment Solutions
  • Portfolio Advisory Solutions
• Drive asset gathering and increase Assets Under Management (AUM).

Revenue Generation

• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.

Portfolio Review

• Conduct periodic portfolio reviews.
• Monitor market developments and proactively advise clients.
• Ensure portfolio alignment with client risk appetite and financial goals.

Compliance & Service

• Maintain complete KYC and regulatory compliance.
• Ensure superior client servicing and timely resolution of queries.
• Coordinate with internal research, operations and product teams for seamless execution.